Handled IO processes such as account closures/openings, subscription documents, elections, AML, KYC & redemptions. Worked closely with Portfolio Managers to tailor multi-billion-dollar portfolio decisions along with Associate & Analysts. Point of contact for two funds in which coordinated fund/investment actives and operations from the fund side. Opened ten urgent high value dollar accounts while also handling a full client transfer of interest project simultaneously. Independently processed centralized capital calls & became a subject area expert, training others on CCCs one month in role. Point of contact for several multi-billion dollar clients, tailored client service needs & communicated with interested parties. Recommended project management application tool to leader of investment operations which integrates into Salesforce. Maintained updated information on clients and funds like contact information and communicated internally and externally. Prepared for client meetings, team meetings, fund meetings, & interested party meetings as well as lead such meetings. Coordinated transaction processing such as reviewing and auditing documents to ensure accurate and complete information. Increased operational efficiency by catalyzing non-recommended fund listing project which became a department project. Increased operational efficiency by establishing IOS level 1 responsibilities & keeping level 3 which requires client knowledge. Increased operational efficiency by establishing client tailored document processing from weeks to a 48 hour turn around. Acquired strong capabilities in Salesforce and created equations into software to monitor team workloads/efficiency.

Specialized in non-profit and financial service sectors. Focused mainly on private equity and venture capital clients as well as other areas in the alternative investment space. Performed testing in investments. Specifically, program related investments. Further tested areas specific to PE/VC such as contribution/distribution, commitments, valuation of fair value, and management fee testing to ensure compliance with applicable standards for non-profits and private equity/ venture capital firms. I have learned the business down to the transaction level through these highly detailed assignments in testing. Predominately worked in client facing roles rather than in office. As a Start Intern Diversity Alum, I also volunteered to network alongside PwC recruiters to advocate the Start internship to potential interns, provide mentoring, build rapport and sustain relationships.

Specialized in consumer industry products and services sector, specifically non-profits. Demonstrated quick learning and ambition by completing all intern level work ahead of schedule. Went beyond the internship experience and tested areas of payroll at an associate level.

Utilized problem solving, analytical, research and organizational skills on projects to support PwC's business. Shadowed PwC Partners, Managers, and Associates at client sites and at the San Francisco Office. Worked within Internal Firm Services assisting the PwC Event Planning Manager.

Researched and developed a marketing and brand development plan for startup client, Whalebird Kombucha. Met up with the entrepreneurs of Whalebird to understand the heart of the brand and what differentiates it in order to grow the business. Successfully pitched plan and passed professor approval. Selected to present marketing recommendations to client where the final pitch was given and recommendations were taken.